Entrepreneurial Financial Advisor — Build Your Practice

Northwestern Mutual; Sacramento (CA); Presencial; USD 61.000 - 250.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Performance-based earnings

Retirement package

Health, vision, dental plans

Licensing support

Parental benefits

Descripción de la vacante

Northwestern Mutual in the United States is seeking entrepreneurial financial professionals to begin a career as a financial advisor. The role develops your own practice through licensing, training, and a commission-based compensation structure.

You will build client relationships, create personalized financial plans, and use Northwestern Mutual’s planning tools to deliver holistic strategies across investments, protection, insurance, and retirement planning.

Formación

• Bachelor’s degree required.
• Entrepreneurial ambitions to own a business.
• Proven success in relationship-building or client-facing roles.
• Excellent time-management skills.
• Desire for continuous learning and collaboration.
• Strong communication and motivation.
• Legal authorization to work in the US without sponsorship.

Responsabilidades

• Grow client base by making new connections and maintaining referrals.
• Build personalized, holistic financial plans tailored to clients’ needs.
• Manage client financial plans to help achieve goals.
• Grow relationships with clients to support them through life stages.

Conocimientos

Entrepreneurial mindset

Relationship-building

Time management

Continuous learning

Critical thinking

Communication

Motivation

Self-starting

Educación

Bachelor’s degree

Descripción del empleo

Northwestern Mutual in the United States is seeking entrepreneurial financial professionals to begin a career as a financial advisor. The role develops your own practice through licensing, training, and a commission-based compensation structure.

You will build client relationships, create personalized financial plans, and use Northwestern Mutual’s planning tools to deliver holistic strategies across investments, protection, insurance, and retirement planning.